Forum Discussion
Embedding Word Templates in Excel
I'm trying to embed a word template into an excel document. The Word template has fill in prompts but for some reason once the template is embedded you no longer get the fill in prompts when opening the file from Excel. Any advice would be greatly appreciated.
- A workaround might be to hyperlink to the Word template instead of embedding it.
- Yea I tried that but for some reason the "fill-in" prompts don't pop up when opening the templates from a SharePoint site either.
- It sounds like the Word template might utilize macros on fields and/or dropdowns and when opened from Excel the macros don't run?
- That's correct,
Could I ask you to back up and describe what it is you're trying to accomplish by embedding a Word template in an Excel file? It may be that there's a different route to the same goal. A different route altogether.
For example--without knowing what your "business" purpose is (recognizing it may have nothing to do with business per se)....i.e., what the big picture is....--might it be that using a dataset in Excel as a source document, then Word's Mail Merge function could be used, with Excel serving as the source for the responses to those prompts in the Word template.
mathetes So the Excel document is an efficiency tool I've loaded with templates for my teeam to easily one click to open. Word template I'm trying to embed is something that my team frequently uses. The fill in pop-ups are to prompt them to enter required information so they are less likely to forward an incomplete document.
So the Excel document is an efficiency tool I've loaded with templates for my teeam to easily one click to open. Word template I'm trying to embed is something that my team frequently uses. The fill in pop-ups are to prompt them to enter required information so they are less likely to forward an incomplete document.
That goes part way to answering my question, but doesn't address the heart of it: WHY are you embedding the Word template in the Excel file? What's the purpose of that combination? The purpose of the combination itself.
It sounds as if they're both working separately; so why embed the one in the other?
